Kyle Packard, Cfp® Email and Phone Number
Since 2000, I've risen from Private to Lieutenant Colonel in the US Army. My service took me from the 2nd Ranger Battalion, the Office of the Secretary of the Army, and through combat five combat deployments. Memories I'll always remember.And yet, all career Soldiers face the same question at some point: what's next? For me, it's financial planning. If you've served with me, you know I've spent most of the last decade helping solve some of our country's thorniest problems. I plan to apply everything I've learned to your financial success.I'll be a 100% independent, fee-only fiduciary advisor.Packard Wealth Strategies will launch in 2024 (https://packardwealth.com/), focusing on financial planning for Veterans, Service Members, and their families.This is more than just a business to me - it's continuing a life of service to the community that has given me everything. I'm serving the Military Community because you're family.Here's to becoming your trusted advisor in the future. Contact Kyle at kyle@packardwealth.com.
Packard Wealth Strategies
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Owner | Financial PlannerPackard Wealth Strategies Apr 2024 - PresentExpert Wealth Management for Veterans, Retiring Service Members, & their Families -
Branch Chief, Army War PlansUs Army May 2022 - Jun 2024Arlington, Virginia, Us -
Strategic Planner To The Under Secretary Of The ArmyUs Army Sep 2020 - May 2022Arlington, Virginia, Us -
Special Assistant To The Commanding GeneralUs Army Tradoc Aug 2019 - Aug 2020Fort Eustis, Virginia, Us -
Strategic Planner1St Security Force Assistance Brigade Aug 2017 - Jul 2019Fort Benning, Georgia, Us -
Strategic PlannerUnited States Army Special Operations Command Sep 2015 - Jul 2017Fort Bragg, Nc, Us -
Company Commander & Brigade Plans Officer101St Airborne Division, U.S. Army Nov 2011 - Jun 2013Ft. Campbell, Us -
Rifle Platoon Leader & Company Executive Officer75Th Ranger Regiment, U.S. Army Nov 2007 - Jun 2010Ft. Benning, Ga, Us -
Rifle Platoon Leader & Mortar Platoon Leader3Rd Stryker Brigade Combat Team, 2Nd Infantry Division Feb 2006 - Nov 2007
Kyle Packard, Cfp® Education Details
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Johns Hopkins School Of Advanced International Studies (Sais)International Relations -
The CitadelGerman Language And Literature -
The American College Of Financial ServicesCoursework Towards Cfp® And Chfc® Certifications
Frequently Asked Questions about Kyle Packard, Cfp®
What company does Kyle Packard, Cfp® work for?
Kyle Packard, Cfp® works for Packard Wealth Strategies
What is Kyle Packard, Cfp®'s role at the current company?
Kyle Packard, Cfp®'s current role is Wealth Management for Veterans & Retiring Service Members | packardwealth.com | Veteran.
What schools did Kyle Packard, Cfp® attend?
Kyle Packard, Cfp® attended Johns Hopkins School Of Advanced International Studies (Sais), The Citadel, The American College Of Financial Services.
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